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FISV

Fiserv Inc

1,343 hedge funds and large institutions have $58.5B invested in Fiserv Inc in 2022 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 502 increasing their positions, 527 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 5570 (+15)

22% more call options, than puts

Call options by funds: $497M | Put options by funds: $406M

0.84% less ownership

Funds ownership: 89.65%88.8% (-0.84%)

4% less capital invested

Capital invested by funds: $61.2B → $58.5B (-$2.74B)

5% less repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 527

7% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 110

1% less funds holding

Funds holding: 1,3591,343 (-16)

Holders
1,343
Holders Change
-16
Holders Change %
-1.18%
% of All Funds
21.18%
Holding in Top 10
70
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+27.27%
% of All Funds
1.1%
New
102
Increased
502
Reduced
527
Closed
110
Calls
$497M
Puts
$406M
Net Calls
+$90.6M
Net Calls Change
-$176M
Name Holding Trade Value Shares
Change
Change in
Stake
EN1L
1401
Engine No 1 LLC
California
-$422K -4,067 Closed
LOAMS
1402
Lombard Odier Asset Management (Switzerland)
Switzerland
-$406K -3,908 Closed
EP
1403
Edgestream Partners
New Jersey
-$390K -3,757 Closed
DG
1404
DMC Group
Alabama
-$344K -3,440 Closed
GSWM
1405
Greenup Street Wealth Management
Michigan
-$352K -3,396 Closed
GCC
1406
Game Creek Capital
Massachusetts
-$311K -3,000 Closed
B
1407
Barings
North Carolina
-$292K -2,812 Closed
SWP
1408
Strategic Wealth Partners
Ohio
-$285K -2,743 Closed
RP
1409
Riverwater Partners
Wisconsin
-$262K -2,521 Closed
MF
1410
Montis Financial
Massachusetts
-$257K -2,480 Closed
PCP
1411
Proficio Capital Partners
Massachusetts
-$253K -2,441 Closed
FPCG
1412
Fort Pitt Capital Group
Pennsylvania
-$249K -2,402 Closed
WFI
1413
West Family Investments
California
-$249K -2,396 Closed
CT
1414
Columbia Trust
Oregon
-$254K -2,334 Closed
PGAM
1415
Princeton Global Asset Management
New Jersey
-$239K -2,300 Closed
RT
1416
Rockland Trust
Massachusetts
-$230K -2,217 Closed
SIA
1417
Schechter Investment Advisors
Michigan
-$226K -2,185 Closed
ACM
1418
Advisors Capital Management
New Jersey
-$221K -2,131 Closed
NAM
1419
NTV Asset Management
West Virginia
-$221K -2,125 Closed
SNBOSCI
1420
Security National Bank of Sioux City Iowa
Iowa
-$213K -2,052 Closed
WGAM
1421
Wilkinson Global Asset Management
New York
-$207K -1,995 Closed
MPW
1422
Monterey Private Wealth
California
-$206K -1,981 Closed
SOAMC
1423
Spirit of America Management Corp
New York
-$202K -1,950 Closed
NICM
1424
Neo Ivy Capital Management
New York
-$178K -1,718 Closed
WOSD
1425
WFA of San Diego
California
-$117K -1,130 Closed

FISV Hedge Fund Activity: Q1 2022 in Review

1,343 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2022, worth a combined $58.5B — down 4.5% from $61.2B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of FISV and 102 opened new positions — a net loss of 8 holders — while 527 trimmed existing stakes and 502 added.

The largest buyer was Veritas Asset Management, adding an estimated $217M. The largest seller was Massachusetts Financial Services, cutting an estimated $519M.

  • 1,343 institutional investors held Fiserv Inc (FISV) as of Q1 2022, down from 1,359 in Q4 2021.
  • Funds reported $58.5B of Fiserv Inc stock for Q1 2022, down 4.5% quarter-over-quarter.
  • 102 funds opened new Fiserv Inc positions in Q1 2022 and 110 closed out, a net change of -8 holders.
  • The largest Fiserv Inc buyer in Q1 2022 was Veritas Asset Management, an estimated $217M added.
  • The largest Fiserv Inc seller in Q1 2022 was Massachusetts Financial Services, an estimated $519M sold.

Based on aggregated 13F filings for Q1 2022.